Berman Capital Advisors’s First Interstate BancSystem FIBK Stock Holding History

Berman Capital Advisors’s Portfolio FIBK Stock Details FIBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	26	–	–	﹤0.01%	1858
2021 Q2	$1K	Hold	26	–	–	﹤0.01%	1733
2021 Q1	$1K	Buy	26 +1	+4%	+$44	﹤0.01%	1632
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	1526
2020 Q3	$0	Hold	25	–	–	﹤0.01%	1649
2020 Q2	$0	Sell	25 -43	-63%	-$1.31K	﹤0.01%	1671
2020 Q1	$1K	Buy	68 +62	+1,033%	+$2.22K	﹤0.01%	1288
2019 Q4	$0	Hold	6	–	–	﹤0.01%	1486
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1480
2019 Q2	$0	Hold	6	–	–	﹤0.01%	1499
2019 Q1	$0	Hold	6	–	–	﹤0.01%	1372
2018 Q4	$0	Buy	+6	New	+$249	﹤0.01%	1161

Other funds holding FIBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Berman Capital Advisors's FIBK Position: Q3 2021 in Review

Berman Capital Advisors held its First Interstate BancSystem (FIBK) position steady in Q3 2021 at 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Berman Capital Advisors first reported a position in FIBK in Q4 2018 and has held it in 12 quarters since. 190 funds tracked by Wall St. Rank hold FIBK as of Q3 2021.

Berman Capital Advisors held 26 shares of First Interstate BancSystem worth $1K as of Q3 2021.
Berman Capital Advisors left its First Interstate BancSystem share count unchanged in Q3 2021.
First Interstate BancSystem made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1858 holding.
Berman Capital Advisors first reported a position in First Interstate BancSystem in Q4 2018 and has held it in 12 quarters since.
190 funds tracked by Wall St. Rank held First Interstate BancSystem as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.